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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,736 | $88,702-6.7% | $81,780+1.2% | $145,978-43.3% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.80% | 1029.12%-1012.3pp | 776.27%-759.5pp | 550.52%-533.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,896 | $4,645+5.4% | $4,321+13.3% | $6,690-26.8% |
| Admin fee / account holder | $490 | $8,414-94.2% | $7,384-93.4% | $13,400-96.3% |